Prospect Vendors

You can use the Prospect Vendors page to configure the prospect vendors and sub vendors. The Prospect Vendors page designates the vendors who provide prospects. Each prospect vendor can be associated with a prospect source.

Institutions can use this data to obtain metrics on prospect vendors, sub vendors, affiliates, search engine optimization tactics, and any other data element sent with the source of the prospect.

The prospect vendors and sub vendors you specify here can be selected by staff members on the Prospect Sources page ( Select the Configuration tile > locate Admissions > select Prospect Sources.)

Prerequisites

To view the page, you must have Admissions - Configuration - View authorization.

To edit the page, you must have Admissions - Configuration - Manage authorization.

Your institution must have configured:

• Counties (Select the Configuration tile > locate Admissions > select Counties.)

• Countries (Select the Configuration tile > locate Admissions > select Countries.)

• States (Select the Configuration tile > locate Admissions > select States.)

Access Method

Select the Configuration tile > locate Admissions > select Prospect Vendors.

Procedure to Add or Edit Items

1. Review the values of the records in the grid.

2. If you want to:

   • Add a new list item, select the New button on the toolbar

   • Add a new list item by copying and modifying an existing list item, select the row in the list and the Duplicate button on the toolbar

   • Edit an existing list item, select the name in the list

3. Review, specify, or change the following values.

   Active Specifies whether the associated record is active. City The name of the city. Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. Country The country of residence. If you are specifying a country, it defaults to the country for the campus. The country also determines the format of phone numbers. If you change the country, the phone numbers are automatically reformatted to the format for that country. County The county for the address. Email Address The email address. Fax Number The number where a facsimile (fax) can be received.

   Name The descriptive name of the item. Note Area that displays, or that you can use, to specify comments or additional information. Phone Number The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens). State If within the United States, the name of the state. Street Address The street address. For student addresses, if an address has more than 40 characters, the additional characters in the address line will not be extracted to be sent to COD but will be truncated. ZIP Code/Postal Code The postal code for the address. If you are specifying an address, you must specify a value for City or State. If you specify a city or state or both, the list contains the valid zip codes. URL The web address for the person or institution.

4. Select Save to save the changes. The Sub Vendors list is enabled.

   Active Specifies whether the associated record is active. Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. Name The descriptive name of the item.

   Phone Number The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens). Prospect Source The source of the prospect specified on the Student Profile or inquiry. The values are configured by your institution and they indicate how a student heard about your institution. If you are specifying the value, the program displays a dialog that you can use to select more than one prospect source, vendor, or sub vendors.

5. Under Sub Vendors, if you want to:

   • Add a new sub vendor, select the New button

   • Edit a sub vendor, select the name in the list

     Specify or change the following values.

     Active Specifies whether the associated record is active. City The name of the city. Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. Copy Vendor Address Copies the associated prospect vendor address and contact information. Country The country of residence. If you are specifying a country, it defaults to the country for the campus. The country also determines the format of phone numbers. If you change the country, the phone numbers are automatically reformatted to the format for that country. County The county for the address. Email Address The email address. Fax Number The number where a facsimile (fax) can be received.

     Name The descriptive name of the item. Note Area that displays, or that you can use, to specify comments or additional information. Phone Number The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens). State If within the United States, the name of the state. Street Address The street address. For student addresses, if an address has more than 40 characters, the additional characters in the address line will not be extracted to be sent to COD but will be truncated. ZIP Code/Postal Code The postal code for the address. If you are specifying an address, you must specify a value for City or State. If you specify a city or state or both, the list contains the valid zip codes. URL The web address for the person or institution.

6. If you want to save and: 

   • Continue making changes, select the Save button

   • Continue to add another item to the list, select the Save & New button

   • Close, select the Save & Close button

Delete or Deactivate Prospect Vendors

You can use the Prospect Vendors page to delete or deactivate the prospect vendors and sub vendors.

• Deleting a vendor or sub vendor permanently removes it. No record of deleted items is maintained in Anthology Student.

• Deactivating a vendor or sub vendor keeps a record of it in Anthology Student (preferred). You can reactivate it.

When you delete or deactivate a vendor, Anthology Student also deletes or deactivates its sub vendors.

You cannot delete or deactivate a prospect vendor selected for an advertising expense or a A student.

If you try to edit the prospect source with deactivated vendors or sub vendors, Anthology Student displays a message and requires you to remove the association with the inactive vendors and sub vendors before you can save changes to the prospect source.

You should review the vendor and sub vendor associations to prospect sources before you delete or deactivate a vendor or sub vendor.

Procedure to Delete Items

1. If you want to delete:

   • A vendor, select the required row in the Prospect Vendors list

   • A sub vendor, select the required row in the Sub Vendors list

2. Select the Delete button on the toolbar.

The item is:

• Removed from the list on the page and the list is redisplayed

• No longer available to select on the forms that contain the list

If the vendor or sub vendor was selected for a prospect source, Anthology Student also removes it from the list of vendors on the Prospect Sources page.

Procedure to Deactivating Items

There is more than one method for deactivating an item.

Method	Procedure	Result
Using a toolbar button	1.  If you want to deactivate:  ◦   A vendor, select the row in the Prospect Vendors list ◦   A sub vendor, select the row in the Sub Vendors list 2.  Select the Deactivate button on the toolbar.	The item:  •   Remains displayed in the list with No in the Active column •   Is also no longer available to select on the forms that contain the list If the vendor or sub vendor was selected for a prospect source, Anthology Student displays the deactivated prospect vendor or sub vendor in the list as selected on the Prospect Sources page. If you try to edit the prospect source with deactivated vendors or sub vendors, Anthology Student displays a message and requires you to remove the association with the inactive vendors and sub vendors before you can save changes to the prospect source.
Editing the item	1.  If you want to deactivate:  ◦   A vendor, select the name in the Prospect Vendors list ◦   A sub vendor, select the name in the Sub Vendors list 2.  In the Active drop-down, select No. 3.  Select the Save and Close button.

Because the item is not removed, you can also make it active again by selecting the Activate button.